Author

@ftr_investors ftr_investors

Bullish AI-infrastructure curator pairing capex newsflow with valuation-anchored secular thesis

Aggregates AI/tech earnings, product launches, partnerships

trader score
-0.61
hit rate
30%
mean α
-0.40%
signals 14d
122

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 30% hit rate, -0.40% mean alpha, trader score -0.61. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 94 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28MDB@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28CRDO@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28PANW@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28AVGO@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28DELL@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28SNOW@ftr_investors+0.00Lists next week's earnings schedule; output is capped at six tickers.
2026-08-28META@ftr_investors+0.20Reports Meta testing robots to perform server-maintenance tasks in its data centers.
2026-08-28RBRK@ftr_investors+0.80Promotes a past RBRK pick that gained 100% in under six months.
2026-08-28SKHY@ftr_investors+0.45Reports SK Hynix's $4B Indiana HBM facility and expectation that memory shortages persist through 2030.·
2026-08-27RBRK@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.-13.1%
2026-08-27NOW@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.+4.5%
2026-08-27DDOG@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.-2.4%
2026-08-27TEAM@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.+2.6%
2026-08-27CRM@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.+1.6%
2026-08-27VEEV@ftr_investors+0.60Author declares the SaaS selloff over and expresses broad software optimism.-1.9%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.